MPCL

My Personal CFO LLC Portfolio holdings

AUM $258M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.4M
3
+$1.4M
4
UNH icon
UnitedHealth
UNH
+$1.03M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$996K

Top Sells

1
+$12.7M
2
+$2.16M
3
+$2.14M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$462K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$266K

Sector Composition

1 Technology 19.27%
2 Communication Services 10.82%
3 Financials 4.1%
4 Healthcare 2.78%
5 Consumer Discretionary 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.63K ﹤0.01%
+4
552
$1.63K ﹤0.01%
+80
553
$1.62K ﹤0.01%
+17
554
$1.62K ﹤0.01%
+8
555
$1.6K ﹤0.01%
+24
556
$1.59K ﹤0.01%
+28
557
$1.58K ﹤0.01%
+68
558
$1.54K ﹤0.01%
+12
559
$1.54K ﹤0.01%
+34
560
$1.52K ﹤0.01%
+16
561
$1.52K ﹤0.01%
+12
562
$1.51K ﹤0.01%
+9
563
$1.51K ﹤0.01%
+28
564
$1.5K ﹤0.01%
+15
565
$1.5K ﹤0.01%
+24
566
$1.5K ﹤0.01%
+72
567
$1.49K ﹤0.01%
+20
568
$1.48K ﹤0.01%
+53
569
$1.45K ﹤0.01%
+9
570
$1.45K ﹤0.01%
+10
571
$1.45K ﹤0.01%
+23
572
$1.43K ﹤0.01%
+21
573
$1.42K ﹤0.01%
+10
574
$1.41K ﹤0.01%
+50
575
$1.4K ﹤0.01%
+27
21 22
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